Joann Vocalino signed American Veterinary Medical Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Veterinary Medical Association's EIN is 36-0731170.
Download the official 2024 Form 5500 (PDF) for American Veterinary Medical Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Veterinary Medical Association's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $37K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard TARGET RTMT 2030 INV | Mutual Funds | — | — | $7.9M | 13.6% | |
| Fidelity 500 INDEX FUND | Common Collective Trusts | — | — | $7.8M | 13.4% | |
| Vanguard TARGET RTMT 2025 INV | Mutual Funds | — | — | $7.0M | 11.9% | |
| Vanguard TARGET RTMT 2035 INV | Mutual Funds | — | — | $6.2M | 10.6% | |
| Vanguard TARGET RTMT 2045 INV | Mutual Funds | — | — | $6.0M | 10.3% | |
| Vanguard TARGET RTMT 2050 INV | Mutual Funds | — | — | $4.1M | 7.0% | |
| Vanguard TARGET RTMT 2020 INV | Mutual Funds | — | — | $3.3M | 5.7% | |
| Vanguard TARGET RTMT 2040 INV | Mutual Funds | — | — | $3.2M | 5.5% | |
| Vanguard TARGET RTMT INC INV | Mutual Funds | — | — | $2.5M | 4.3% | |
| TCW Metwest TOTAL RET BD ADM | Other securities | — | — | $1.4M | 2.5% | |
| GALLIARD STABLE RETURN FUND E SEI TRUST COMPANY · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.1% | |
| American Funds EUROPAC GTH R5E | Mutual Funds | — | — | $1.2M | 2.1% | |
| Vanguard TARGET RTMT 2055 INV | Mutual Funds | — | — | $1.2M | 2.1% | |
| Vanguard EXPLORER, ADM | Mutual Funds | — | — | $909K | 1.6% | |
| Cohen & Steers INSTL REALTY | Other securities | — | — | $723K | 1.2% | |
| Vanguard TARGET RTMT 2060 INV | Mutual Funds | — | — | $518K | 0.9% | |
| Westwood SMIDCAP INSTL | Other securities | — | — | $484K | 0.8% | |
| Fidelity US BOND INDEX FUND | Common Collective Trusts | — | — | $373K | 0.6% | |
| maturing August 2024 to October 2029) | Other securities | — | — | $236K | 0.4% | |
| Fidelity TOTAL INTL INDEX FUND | Common Collective Trusts | — | — | $232K | 0.4% | |
| Vanguard FED MONEY MARKET FUND | Mutual Funds | — | — | $68K | 0.1% | |
| Fidelity EXT MKT INDEX FUND | Common Collective Trusts | — | — | $57K | <0.1% | |
| Vanguard TARGET RTMT 2065 INV | Mutual Funds | — | — | $56K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
